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Service | Customer Service, Contact Center, Fie...
Answered

Open First Result in Search List Automatically

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Posted on by 15

The company has a call centre function that will open the a profile URL based on the incoming callers phone number. We're moving away from an external provider to Dynamics 365 and want to know if the same functionality can be achieved. I'd like to know if there is a URL that will take a search parameter, in this case a phone number, and open the contact page it belongs too without showing the list of results.

Running this should open:

dynamics.com/main.aspx?appid=INTERNAL&pagetype=search&searchText=SEARCH TEXT&searchType=1

and redirect to here.

dynamics.com/main.aspx?appid=INTERNAL&pagetype=entityrecord&etn=contact&id=GUID HERE

Is this possible?

I have the same question (0)
  • Pranjali Profile Picture
    Microsoft Employee on at

    Hello Partner,

    Is this an Online CRM?

    This should be achievable in OnPremise but in Online world, we may have to test using webresources

  • chrismcelligott Profile Picture
    15 on at

    Hi Pranjali,

    Yep it's CRM online so wondering if there is a way.

  • Suggested answer
    Pranjali Profile Picture
    Microsoft Employee on at

    Hello Partner,

    This feature is available to CRM Online with the USD client.

    docs.microsoft.com/.../search-data-entity-searches

    You have to implement Unified Service Desk [its a separate windows app] to achieve this.

    Please mark as verified is this answers your question.

    Cheers!

    Pranjali

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